Sheaff Brock Investment Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $510K | Sell |
5,343
-240
| -4% | -$22.9K | 0.05% | 250 |
|
|
2024
Q4 | $594K | Sell |
5,583
-72
| -1% | -$7.66K | 0.05% | 236 |
|
|
2024
Q3 | $453K | Buy |
5,655
+180
| +3% | +$14.4K | 0.04% | 265 |
|
|
2024
Q2 | $362K | Sell |
5,475
-7,625
| -58% | -$504K | 0.03% | 298 |
|
|
2024
Q1 | $1.01M | Buy |
13,100
+210
| +2% | +$16.2K | 0.06% | 180 |
|
|
2023
Q4 | $1M | Buy |
12,890
+160
| +1% | +$12.5K | 0.08% | 174 |
|
|
2023
Q3 | $695K | Buy |
12,730
+4,673
| +58% | +$255K | 0.06% | 199 |
|
|
2023
Q2 | $520K | Buy |
8,057
+7
| +0.1% | +$452 | 0.04% | 251 |
|
|
2023
Q1 | $386K | Hold |
8,050
| – | – | 0.04% | 297 |
|
|
2022
Q4 | $279K | Hold |
8,050
| – | – | 0.03% | 350 |
|
|
2022
Q3 | $217K | Buy |
8,050
+160
| +2% | +$4.31K | 0.02% | 392 |
|
|
2022
Q2 | $246K | Buy |
7,890
+1,400
| +22% | +$43.7K | 0.02% | 370 |
|
|
2022
Q1 | $439K | Sell |
6,490
-1,290
| -17% | -$87.3K | 0.03% | 291 |
|
|
2021
Q4 | $1.07M | Buy |
7,780
+30
| +0.4% | +$4.13K | 0.07% | 177 |
|
|
2021
Q3 | $1.05M | Sell |
7,750
-3,680
| -32% | -$499K | 0.08% | 166 |
|
|
2021
Q2 | $1.67M | Sell |
11,430
-980
| -8% | -$143K | 0.12% | 108 |
|
|
2021
Q1 | $1.37M | Sell |
12,410
-900
| -7% | -$99.6K | 0.11% | 118 |
|
|
2020
Q4 | $1.51M | Sell |
13,310
-5,090
| -28% | -$576K | 0.13% | 101 |
|
|
2020
Q3 | $1.88M | Buy |
18,400
+4,610
| +33% | +$472K | 0.17% | 85 |
|
|
2020
Q2 | $1.31M | Buy |
13,790
+660
| +5% | +$62.7K | 0.13% | 100 |
|
|
2020
Q1 | $547K | Buy |
13,130
+5,010
| +62% | +$209K | 0.07% | 172 |
|
|
2019
Q4 | $323K | Buy |
8,120
+1,580
| +24% | +$62.9K | 0.03% | 318 |
|
|
2019
Q3 | $204K | Sell |
6,540
-510
| -7% | -$15.9K | 0.02% | 390 |
|
|
2019
Q2 | $212K | Buy |
+7,050
| New | +$212K | 0.02% | 401 |
|